Tax Accountant - US SALT (State and Local Tax)

Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

This is a hybrid role (4 days in the office/1 day remote).

About your team:

The Interactive Brokers Global Tax Team serves an important role in the success of our business. We mitigate risk and create value for our business and our customers.  We partner with many functions across the company, including Accounting, Treasury, Technology, Customer Service and Marketing, to assist our business for achieving our commitment of delivering value through technological innovation and providing our clients with unprecedented access to global markets at the lowest cost.  The Global Tax Team sets the tax policy for the company, identifies, develops, implements, and manages tax strategies to help minimize our overall tax cost.  We advise on the U.S. and international tax aspects of our product offerings to customers, manage tax audits, and ensure financial reporting and tax returns are filed timely and accurately.

The Interactive Brokers Global Tax team is looking for a detail-oriented and motivated individual to join our tax team as a Tax Accountant - US SALT (State and Local Tax). This role is ideal for tax professionals with a solid foundation in state and local tax compliance who are looking to expand their expertise and take on greater responsibility in tax research, planning, and process improvement.

What will be your responsibilities within IBKR: 

• Assist in preparing, reviewing and filing state and local income/franchise, sales/use, and property tax returns.


• Support audits and respond to notices from state and local tax authorities.


• Conduct research on state and local tax laws and regulations.


• Monitor legislative changes and assess their impact on the company's tax position, including evaluation of tax accounting reserves.


• Maintain tax calendars and ensure timely compliance.


• Assist with nexus studies and apportionment analyses.


• Collaborate with internal departments to gather data and ensure accurate reporting.


• Identify opportunities for process improvements and tax planning strategies

 What skills are required:

• Bachelor's degree in Accounting, Finance, or a related field


• CPA certification (or actively pursuing with completion expected) desired


• 5-7 years of progressive experience in SALT compliance and consulting (public accounting or corporate tax department)


• Prior SALT experience for both partnership and corporate structures is a plus


• Demonstrated expertise in multistate tax concepts, nexus, apportionment, and tax research tools (e.g., Bloomberg Tax, CCH, Thomson Reuters)


• Strong analytical and problem-solving skills with ability to handle complex tax issues


• Advanced proficiency in Microsoft Excel (pivot tables, lookups, data analysis)


• Excellent written and verbal communication skills with ability to explain technical concepts


• Strong attention to detail and process orientation


• Experience with external tax compliance software (OneSource or ProSystem fx) preferred


• Proven ability to manage multiple priorities and deadlines in a fast-paced environment


• Strong project management and organizational skills


• Adaptability to evolving tax responsibilities and emerging challenges

 To be successful in this position, you will have the following:

• Self-motivation and the ability to work independently.


• Excellent analytical and problem-solving skills.


• Strong collaboration and communication skills, both verbal and written.


• Outstanding organizational and time management abilities.

Company Benefits & Perks